Advocacy Wealth Management Services’s Altria Group MO Stock Holding History

Advocacy Wealth Management Services’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12	Closed	-$1K	–	177
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	171
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	171
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	164
2021 Q2	$1K	Buy	+12	New	+$590	﹤0.01%	179
2017 Q3	–	Sell	-600	Closed	-$45K	–	281
2017 Q2	$45K	Hold	600	–	–	0.02%	80
2017 Q1	$43K	Sell	600 -100	-14%	-$7.24K	0.02%	80
2016 Q4	$47K	Hold	700	–	–	0.01%	75
2016 Q3	$44K	Hold	700	–	–	0.02%	125
2016 Q2	$48K	Sell	700 -1,115	-61%	-$71.4K	0.02%	147
2016 Q1	$114K	Sell	1,815 -1,301	-42%	-$78.7K	0.08%	121
2015 Q4	$181K	Buy	+3,116	New	+$181K	0.2%	89
2013 Q3	$89K	Hold	2,600	–	–	0.24%	73
2013 Q2	$91K	Buy	+2,600	New	+$93.4K	0.36%	65

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advocacy Wealth Management Services's MO Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Altria Group (MO) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in MO in Q2 2013 and held it in 13 quarters. The position peaked at $181K in Q4 2015. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 12 Altria Group shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Altria Group in Q2 2013 and held it in 13 quarters.
Advocacy Wealth Management Services's Altria Group position peaked at $181K in Q4 2015.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.